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SMSF Advisors Brisbane

Helping you plan for the future, financially.

Whether you have a plan in place and are working towards a long-term financial goal, or wanting a “safety net” should something go wrong along the way, Affinitas Accounting’s SMSF advisors in Brisbane can help you plan for the future that you want and deserve.

smsf advisors brisbane - woman writing in notebook


SMSF Advisors Brisbane

Tailored Superannuation Solutions

When you are working hard in your career, business, and running a family, it can be easy to lose sight of long term planning for the future. When we talk about the future, we mean a time when your investments will pay you enough income to allow you the freedom to decide when you want to travel, work or just put your feet up and rest.

Affinitas Accounting works with investors and business people to ensure they do not lose sight of this big picture.

We help investors and business owners identify the goals important to them and then look at the ways these goals can be protected and achieved. We do not have “one formula” for all investors. We work with each person to identify the types of investments within their comfort zone and advise on how these investments might work to achieve their long term financial goals.

Most importantly, we are committed to regularly reviewing your progress to these goals as you move through different stages of your life.

What do business owners and individuals look for when selecting their SMSF advisors? 

  • Trustworthiness
  • Competence
  • A principled approach
  • Good, timely communication 
  • Proactive reporting 
  • Expert advice
  • Experienced specialists


Here’s what our customers have to say about our SMSF advisors:

Brisbane Tax Accountants - reviews 1Brisbane Tax Accountants - reviews 2 Affinitas Accounting Google reviews Affinitas Accounting Google reviews 4

A self-managed super fund can help you prepare for retirement so that you can enjoy the lifestyle you want to. Our SMSF advisors can help you understand how to manage your SMSF, as well as the various complexities that come with managing your own super fund. We provide professional advice and take into account each client’s different situations and needs.

Contact Our SMSF Advisors Now

Call us now on 0733595244

SMSF Advisors Brisbane

Our Financial & Accounting Services

At Affinitas Accounting, we aren’t just your SMSF advisors: we’re your partners, providing expert financial advice that can help you see financial success and see the growth of your investment to help you secure a better financial future. A thorough understanding of SMSF structures means our experienced team can help navigate the complex compliance and tax obligations of your investment. If it feels like you’re doing two jobs at once by turning over your work and trying to maintain your financial investments, our SMSF advisors can help with a sound accounting structure and a financial plan that will guide your investment and help you avoid common pitfalls.

You Choose Your SMSF

A self-managed superannuation fund provides you with the ability to make your own financial choices – and we’ll keep it that way. We do not dictate to our clients what they should choose for their investment. Our SMSF advisors simply provide the support you need, as well as the expert financial knowledge that comes with it, to make informed decisions regarding your investment.

Expert Advice When You Need It

You have complete access to our experienced team of SMSF advisors when you need it! The advice you need to manage your investment is only ever a phone call away.

Simple Fee Structure

We want the best for our clients, which is why we provide a simple fee structure for our services. Now you can manage your SMSF with the expert advice you need without worrying about racking up accountant fees!

No Paper, No Fuss

We provide many of our services online and remotely, making us paperless professionals. We use various types of software and online platforms that allow us to easily help you manage your investment without worrying about paperwork. You can enjoy the support of our SMSF advisors from the comfort of your home or office.

SMSF Advisors Brisbane

Why Choose Affinitas Accounting?

As professional SMSF advisors in Brisbane, we have detailed knowledge of the SMSF laws, tax requirements, and different types of investments available. Obtaining a self-managed superannuation fund is one of the most important decisions you will make regarding your future and your retirement. This is why working with expert SMSF advisors is so crucial; our SMSF advisors are equipped with the right skills, knowledge, and experience to assist you with the compliance aspect of your investment, as well as assist with SMSF accounting and tax, and provide you with advice that can help improve the performance of your investment. Our SMSF advisors can even take responsibility for preparing your SMSF financial statements and tax returns when they are due.

Affinitas Accounting’s SMSF advisors are passionate about helping you prepare for retirement with a self-managed superannuation fund. We set high standards for ourselves and are dedicated to providing our clients with nothing but expert SMSF accounting services. If you require SMSF advisors in Brisbane, we can help you!


SMSF Advisors Brisbane

Ready to Try Ours? 

Call us now on 0733595244

smsf accountants

SMSF Advisors Brisbane

Additional Services We Offer

At Affinitas Accounting, we work with business people, individuals, professionals, and investors who are focused and striving for better cash flows, improved profits, growth opportunities and achieving excellence. Our friendly, professional small business tax accountants can help you with timely and relevant advice. This quality advice is necessary to achieve your business and personal financial goals.

Affinitas Accounting is more than just a team of SMSF advisors. We are partners who can provide proactive and practical guidance, backed up by a variety of experience and knowledge. The team at Affinitas Accounting work together to ensure we cover all your personal and business needs.

We will keep your business healthy and heading in the right direction with quality business and management advice. All your Accounting, tax, and bookkeeping needs are in good hands with us. We know that having the right finance and cash flow management systems in place is important for business owners.

Ensuring your business’ finances are in healthy shape can be a daunting task. Let us tailor our services to suit your requirements! We will work with you in your Brisbane based business to create a plan to improve growth, limit unnecessary spending, and increase your bottom line.

Here are some of our accounting services:

When working with your business, we also focus on the following:

1. Strategy is everything

When you work with a professional small business tax accountant, you can count on being looked after. Whether it’s a simple enquiry over the phone or a more complicated request, we always stay in touch and stay connected. Simply get in touch with our small business tax accountant today.

2. Tax management

Taxation and GST liabilities need to be monitored and planned. Our approach is to stay involved with your business numbers throughout the year and tackle issues before they become a problem. If the Australian Taxation Department needs to be contacted about your situation, we will represent you. 

3. Cash flow

Understanding the differences between profit and cash flow is one of the keys to running a successful business. Prices and margins need to be set to make a profit and expenses must be controlled. However, this profit needs to be collected and in the bank before it is truly of value to you. Our accounting team can help your business implement strategies to keep your trade debtors under control to keep money in your bank, where it belongs.

4. Investment and superannuation strategies

If you run a profitable business and have good cash flow from your employment income, you need to turn this into investments. Our investment and superannuation team can work with you to design strategies to build your wealth. Whether it be property, shares, managed funds, superannuation or geared investments, we have someone you can talk to.

5. Income Protection 

While your wealth is growing you need to protect your family and future, by having appropriate levels of insurance in place.

Our team of risk specialists can help you understand the differences between death, total & permanent disablement, trauma cover, and income protection. They then calculate the levels you need of cover you require and source quality policies. Most importantly they are there to guide you through the process should you need to make a claim.

Affinitas Accounting offers all your financial needs under the one roof

SMSF Advisors Brisbane

Frequently Asked Questions

When is Affinitas Accounting open?

We are Brisbane tax accountants that are open five days per week all year round, apart from the Christmas break. We’re also open some evenings and Saturday mornings during tax season – from July to October.

Do I need to make an appointment?

For a one-on-one interview, we advise that making appointments is best, especially during tax season. If attending an appointment is difficult, we have online options via our much-used email tax checklist. This allows Affinitas, as Brisbane tax accountants, to service clients throughout Australia.

How long will my refund take?

Circumstances can vary for each client, but if your return is relatively straightforward, you should allow at least 14 working days for ATO processing.

Does Affinitas Accounting charge for every phone call and/or email?

Different firms have different policies in this area. We are Brisbane tax accountants that generally do not charge for answering a phone call or email from our clients, except in circumstances where the answer to a question may involve extensive time and research.

Is the Affinitas Accounting team experienced?

There are more than 100 years of combined experience in the Affinitas tax accountant team. We are Brisbane tax accountants with expert knowledge in a wide range of industries, from medical professionals to trades and transport businesses, property developers, and investors.

Contact: Affinitas Accounting North Brisbane

For more information call Affinitas Accounting on (07) 3359 5244 and speak with one of our small business tax accountants at our North Brisbane Accounting office today!

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